High Velocity CFO Services for the Skilled Trades

What We Do

Fractional CFO Leadership: Weekly cash flow management, monthly "Strategy Summits," and 13-week rolling forecasts.

Job-Costing Optimization: We dive into the details of the process and the accounting to unlock the hidden margin you are currently losing.

M&A and Exit Readiness: Whether you are selling in 2 years or 10, we keep your data room "Audit Ready" to maximize your exit multiple.

Bookkeeping and Limited Scope Engagements: We provide comprehensive bookkeeping services for every client. Additionally, we will perform limited-scope engagements (such as preparing for a debt raise, ownership changes, etc.)

What We Don't Do

We are not a bookkeeping-only shop. We oversee the data; we don't just enter it.

We don't do "Shoebox Accounting." We require modern systems to drive modern results.

Technology

We specialize in high-visibility tools including. We don't just give you spreadsheets, we give you a dashboard you can actually understand.

We Offer Services in Three Bundled Packages

The Foundations Package

Ideal for: Businesses needing to professionalize their back office and prepare for clean tax filings.

Includes the following

Full accrual accounting
Monthly "Audit-Ready" close
A/R and A/P review
Monthly reporting package

The Growth Package

Ideal for: Scaling companies ($7M+) that need to understand their true margins to make hiring or equipment decisions.

Includes the following:

Everything in Tier 1, plus:
Job Cost analysis and ongoing improvement (if applicable)
Cash flow forecasting
Weekly reporting and analysis
Budget assistance
Budget vs Actual reporting
Enhanced monthly reporting package
Quarterly strategy meetings

Exit-Ready Suite

Ideal for: Owners looking to sell, acquire other companies, or transition into absentee ownership within 12-36 months.

Includes the following:

Everything in Tier 1 and Tier 2, plus,
EBITDA optimization
Due diligence preparation
Fractional CFO leadership
Quality of Earnings readiness
Monthly strategy meetings
Exit Readiness
CFO advisory

We Don't Just Report the Numbers. We Re-Engineer Them.

Not Just a "Necessary Expense"

If the information you are getting from your finance team is just the standard reports, without any useful or actionable information, then your finance team is just a "necessary expense." We feel that the finance and accounting teams should be at the opposite end of the spectrum, finding the "signal in the noise" that can help propel the business forward using data-driven decision-making processes and process automation.

Schedule a 15-Minute Discovery Call

Financial Clarity is within your reach. We are problem-solvers. Share with us what pain-points you have in your business and we will help you solve those problems. Take the first step and schedule a 15-minute Discovery Call today.

Schedule a Discovery Call